By Adam Spatacco
Publication Date: 2025-12-04 20:15:00
Anthropic recently signed a multibillion-dollar deal with Nvidia and Microsoft.
Throughout the artificial intelligence (AI) revolution, one start-up has dominated the headlines: OpenAI, the maker of ChatGPT.
While OpenAI remains one of the most formidable names in the AI realm, a competing large language model (LLM) developer called Anthropic should not be overlooked. Two weeks ago, Anthropic signed a multibillion-dollar deal with Microsoft (MSFT +0.65%) and Nvidia (NVDA +2.12%).
Let’s break down the details of Anthropic’s partnership with big tech and assess why this is a meaningful development for Nvidia investors.
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How does Anthropic’s deal with Nvidia work?
Anthropic’s Claude LLM competes heavily with models like ChatGPT, Gemini, and Perplexity. Throughout the AI revolution, Anthropic has worked closely with Amazon, which has invested $8 billion into the start-up.
Over the last several months, OpenAI has been inking new cloud and chip partnerships — broadening its exposure to a host of different vendors. Now, Anthropic appears to be doing the same.
Anthropic has agreed to purchase $30 billion of computing capacity from Microsoft’s cloud infrastructure service, Azure. In addition, it has also committed to contract up to 1 gigawatt of additional capacity from Microsoft.
Azure’s AI…
